There will be no fee for our preliminary work, including data input, or our first meeting including discussions clarifying your life values and strategy development.

If a financial product recommendation has also been made, you will be provided with a Product Disclosure Statement (PDS) containing information about the product that will enable you to make an informed decision about the appropriateness of the product.

Notes

Above prices exclude GST.

Ongoing review fees are tax deductible, in certain circumstances.

Please view Our Services for a full explanation of what each service mentioned above entails.

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General Advice Warning
The information in this website is of a general nature only and may contain advice that is not based on your personal objectives, financial situation or needs. Accordingly, you should consider how appropriate the advice (if any) is to those objectives, financial situation and needs, and before acting on the advice.

Disclaimer
‘Our web site may contain links to external web sites. Whilst such links are provided for your convenience, you should be aware that the information handling practices of the linked web sites might not be the same as ours and do not constitute endorsement of material at those sites or any associated organisation product or service. These external information sources are outside our control. It is the responsibility of users to make their own decisions about the accuracy, currency, reliability and correctness of the information at those sites.
By accessing information at or through this site each user waives and releases HBM Advisers Pty Ltd to the full extent permitted by law from any and all claims relating to the usage of the material made available through the website. In no event shall HBM Advisers Pty Ltd be liable for any incident or consequential damages resulting from use of the material.